See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $694,046 | $150,440+361.3% | $136,294+409.2% | $147,584+370.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.79% | 1049.08%-1031.3pp | 5155.94%-5138.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,572 | $5,256-51.1% | $4,695-45.2% | $4,876-47.3% |
| Participant deferral / active EE | $10,147 | $6,630+53.0% | $6,247+62.4% | $5,439+86.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |